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Appleton Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Appleton Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,844
Closed -$243K – 281
2026
Q1 		$243K Hold
7,844
– – 0.02% 244
2025
Q4 		$236K Sell
7,844
-133
-2% -$3.96K 0.02% 245
2025
Q3 		$236K Sell
7,977
-5,807
-42% -$169K 0.02% 240
2025
Q2 		$387K Buy
13,784
+3,843
+39% +$101K 0.03% 205
2025
Q1 		$260K Sell
9,941
-123
-1% -$3.42K 0.02% 224
2024
Q4 		$279K Sell
10,064
-1
-0% -$28 0.02% 223
2024
Q3 		$279K Hold
10,065
– – 0.02% 227
2024
Q2 		$261K Sell
10,065
-1,524
-13% -$39.9K 0.02% 231
2024
Q1 		$315K Sell
11,589
-1,875
-14% -$47.8K 0.02% 221
2023
Q4 		$338K Buy
13,464
+48
+0.4% +$1.1K 0.03% 227
2023
Q3 		$303K Sell
13,416
-972
-7% -$23K 0.03% 239
2023
Q2 		$341K Hold
14,388
– – 0.03% 233
2023
Q1 		$325K Sell
14,388
-1,188
-8% -$27.4K 0.03% 244
2022
Q4 		$341K Buy
15,576
+4,632
+42% +$102K 0.03% 240
2022
Q3 		$221K Sell
10,944
-897
-8% -$20K 0.02% 276
2022
Q2 		$248K Hold
11,841
– – 0.02% 265
2022
Q1 		$299K Hold
11,841
– – 0.02% 260
2021
Q4 		$317K Sell
11,841
-2,322
-16% -$61.9K 0.02% 257
2021
Q3 		$362K Buy
14,163
+5,232
+59% +$137K 0.03% 231
2021
Q2 		$233K Hold
8,931
– – 0.02% 276
2021
Q1 		$222K Hold
8,931
– – 0.02% 270
2020
Q4 		$203K Buy
+8,931
New +$186K 0.02% 270
2020
Q1 		– Sell
-12,363
Closed -$248K – 285
2019
Q4 		$248K Hold
12,363
– – 0.03% 266
2019
Q3 		$233K Buy
12,363
+18
+0.1% +$340 0.03% 258
2019
Q2 		$235K Buy
+12,345
New +$231K 0.03% 259

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Appleton Partners's SCHM Position: Q2 2026 in Review

Appleton Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 7,844 shares — an estimated $243K sold.

Appleton Partners first reported a position in SCHM in Q2 2019 and held it in 25 quarters. The position peaked at $387K in Q2 2025. 307 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Appleton Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Appleton Partners sold 7,844 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $243K.
  • Appleton Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and held it in 25 quarters.
  • Appleton Partners's Schwab US Mid-Cap ETF position peaked at $387K in Q2 2025.
  • 307 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.